U-Haul Holding Co. Files 8-K

TL;DR

U-Haul filed an 8-K, but no juicy details yet.

AI Summary

U-Haul Holding Company filed an 8-K on April 23, 2024, to report other events and financial statements. The filing does not contain specific financial figures or details about the nature of the "other events" beyond its classification.

Why It Matters

This filing indicates a regulatory update from U-Haul Holding Company, though specific details of the events or financial statements are not immediately apparent from the provided text.

Risk Assessment

Risk Level: low — The filing is a standard 8-K for 'Other Events' and financial statements, lacking specific material information that would indicate immediate risk.

Key Players & Entities

• U-Haul Holding Company (company) — Registrant
• Nevada (location) — State of Incorporation
• April 23, 2024 (date) — Date of Report

FAQ

Key Financial Figures

• $0.25 — nge on which registered Common Stock, $0.25 par value UHAL New York Stock Excha
• $0.001 — nge Series N Non-Voting Common Stock, $0.001 par value UHAL.B New York Stock Exc
• $30,383,400 — oregoing, the Company has offered up to $30,383,400 in aggregate principal amount of UIC-01

Filing Documents

• uhal-20240423.htm (8-K) — 49KB
• uhal-ex4_1.htm (EX-4.1) — 306KB
• uhal-ex5_1.htm (EX-5.1) — 37KB
• uhal-ex23_1.htm (EX-23.1) — 1KB
• img73938936_0.jpg (GRAPHIC) — 14KB
• img73938936_1.jpg (GRAPHIC) — 14KB
• 0000950170-24-046994.txt ( ) — 623KB
• uhal-20240423.xsd (EX-101.SCH) — 43KB
• uhal-20240423_htm.xml (XML) — 6KB

01 Other Events

Item 8.01 Other Events. Fixed Rate Secured Notes Series UIC-01N, 02N, 03N, 04N, 05N, 06N, 07N, 08N, 09N, 10N, 11N, 12N, 13N, 14N, 15N, 16N, 17N, 18N, 19N, 20N, 21N, 22N, 23N, 24N, 25N, 26N, 27N, 28N, 29N, 30N, 31N, 32N, 33N, 34N, 35N, 36N, 37N, 38N, 39N, 40N, and 41N On April 23, 2024, U-Haul Holding Company (the "Company") and U.S. Bank Trust Company, National Association, as successor in interest to U.S. Bank National Association, a national banking association (the "Trustee") entered into the Forty-Ninth Supplemental Indenture to the Base Indenture (the "Fixed Rate Secured Notes Series UIC-01N to 41N Forty-Ninth Supplemental Indenture") and a Pledge and Security Agreement (the "Fixed Rate Secured Notes Series UIC-01N to 41N Security Agreement"). In connection with the foregoing, the Company has offered up to $30,383,400 in aggregate principal amount of UIC-01N to 41N Secured Notes (the "Series of UIC-01N to 41N Notes") in a public offering. Investors in the Series UIC-01N to 41N Notes must first join the U-Haul Investors Club. The Company intends to use the proceeds to reimburse its subsidiaries and affiliates for the cost of acquisition and development of the collateral pledged in such offering (the "Collateral") and for general corporate purposes. The Series UIC-01N to 41N Notes bear interest at rates between 5.00% and 5.30% per year. The Series UIC-01N to 41N Notes will mature between two years through eight years from issue date and are fully amortizing over their respective terms. Principal and interest on the Notes will be credited to each holder's U-Haul Investors Club account on a quarterly basis in arrears throughout the term. The Fixed Rate Secured Notes Series UIC-01N to 41N Forty-Ninth Supplemental Indenture and the Fixed Rate Secured Notes Series UIC-01N to 41N Security Agreement contain covenants requiring the maintenance of a first-priority lien on the Collateral subject to permitted liens, and a prohibition of additional liens on the Collate

01 Financial Statements and Exhibits

Item 9.01 Financial Statements and Exhibits. d) Exhibits. Exhibit No. Description 4.1 Series UIC-01N, 02N, 03N, 04N, 05N, 06N, 07N, 08N, 09N, 10N, 11N, 12N, 13N, 14N, 15N, 16N, 17N, 18N, 19N, 20N, 21N, 22N, 23N, 24N, 25N, 26N, 27N, 28N, 29N, 30N, 31N, 32N, 33N, 34N, 35N, 36N, 37N, 38N, 39N, 40N, and 41N Forty-Ninth Supplemental Indenture and Pledge and Security Agreement dated April 23, 2024, by and between U-Haul Holding Company and U.S. Bank Trust Company, National Association, as successor in interest to U.S. Bank National Association, as trustee. 5.1 Opinion of DLA Piper LLP (US). 23.1 Consent of DLA Piper LLP (US) (included in Exhibit 5.1). 104 Cover Page Interactive Data File (embedded within the Inline XBRL documents)

SIGNATURES

SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. U-Haul Holding Company Date: April 23, 2024 By: /s/ Jason A. Berg Jason A. Berg Chief Financial Officer

View Full Filing

View this 8-K filing on SEC EDGAR